|
376
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.4M
|
-$387K
|
-1,217
|
-14%
|
|
|
377
|
Copperleaf Capital
Raleigh,
North Carolina
|
$2.38M
|
+$751K
|
+2,360
|
+49%
|
|
|
378
|
Tortoise Investment Management
White Plains,
New York
|
$2.38M
|
-$97K
|
-305
|
-4%
|
|
|
379
|
Beaumont Asset Management
Beaumont,
Texas
|
$2.36M
|
–
|
–
|
–
|
|
|
380
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.35M
|
-$5.09K
|
-16
|
-0.2%
|
|
|
381
|
HSBC Holdings
London,
United Kingdom
|
$2.32M
|
+$1.1M
|
+3,450
|
+98%
|
|
|
382
|
Beacon Financial Group
Dallas,
Texas
|
$2.32M
|
+$26.4K
|
+83
|
+1%
|
|
|
383
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.31M
|
-$172K
|
-542
|
-7%
|
|
|
384
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.3M
|
+$1.59K
|
+5
|
+0.1%
|
|
|
385
|
Klingman & Associates
New York
|
$2.28M
|
–
|
–
|
–
|
|
|
386
|
EQ LLC
Bellevue,
Washington
|
$2.27M
|
+$862K
|
+2,709
|
+66%
|
|
|
387
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.26M
|
+$568K
|
+1,785
|
+36%
|
|
|
388
|
Diversified Trust
Memphis,
Tennessee
|
$2.24M
|
+$1.38M
|
+4,328
|
+180%
|
|
|
389
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.2M
|
+$1.45M
|
+4,552
|
+220%
|
|
|
390
|
Finley Financial
Las Vegas,
Nevada
|
$2.2M
|
–
|
–
|
–
|
|
|
391
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.19M
|
+$703K
|
+2,211
|
+51%
|
|
|
392
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$2.16M
|
–
|
–
|
–
|
|
|
393
|
Bailard
Foster City,
California
|
$2.15M
|
-$6.04K
|
-19
|
-0.3%
|
|
|
394
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.15M
|
-$429K
|
-1,350
|
-17%
|
|
|
395
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.14M
|
+$814K
|
+2,560
|
+66%
|
|
|
396
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.12M
|
-$27K
|
-85
|
-1%
|
|
|
397
|
Spire Wealth Management
Mclean,
Virginia
|
$2.12M
|
+$165K
|
+518
|
+9%
|
|
|
398
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.11M
|
+$8.9K
|
+28
|
+0.4%
|
|
|
399
|
Advus Financial Partners
Winter Park,
Florida
|
$2.11M
|
+$731K
|
+2,299
|
+57%
|
|
|
400
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.08M
|
+$244K
|
+766
|
+14%
|
|
